Zachary Moss is a financial advisor with Potomac Investment Company, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of Montreal, Hamilton Ventures, Georgetown University, Potomac Investment Co, and The York School. Potomac Investment Company is a small investment management firm serving individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment strategy focused on diversification and fundamental analysis, managing portfolios of publicly traded equities, mutual funds, and fixed-income securities.

Alishia Creekmore is a financial advisor at Lifetime Financial with two years of industry experience. She holds a Series 65 designation and has prior work experience with organizations including the Coalition to Transforming Advanced Care and Capote Ventures. Lifetime Financial serves individual and high-net-worth clients with financial planning and investment management, focusing on professionals in nonprofits, higher education, and government. The firm emphasizes systematic investment management using diversified portfolios of index funds and ETFs, integrating comprehensive planning topics and offering hands-on support through a small client roster managing a relatively large asset base.

Joshua Goulding is a CFP® and CFA® with 19 years of experience in the financial services industry. He is currently a partner at 4J Wealth Management, LLC, where he has worked since 2018. Prior to this, he worked at Purshe Kaplan Sterling Investments and McLaughlin Ryder Investments, Inc., and has been associated with Guardian Life Insurance Company since 2009. He also maintains a role as an independent insurance agent, providing fixed and traditional insurance products. 4J Wealth Management primarily serves individual investors and retirement plans, offering financial planning alongside discretionary and non-discretionary investment management. The firm emphasizes a client-focused fiduciary approach with multi-style portfolio construction and integrates third-party estate-planning software into its planning process.

Christina Gamache is a financial advisor at Radiant Wealth Planning with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Audax Wealth Management, and Growth Consulting LLC, where she also serves as a consultant. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, incorporating tax-aware strategies and employer retirement plan support. The firm blends passive and active investment approaches and integrates tax services through an affiliated entity, offering client education seminars in addition to portfolio management.

Courtney Calotta is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Donalies Financial Planning, LLC since 2025 and previously spent six years with Gallant Financial Planning, LLC. Donalies Financial Planning, LLC primarily serves individual clients, including dual-income families and retirees, as well as trusts, business entities, pension plans, and charitable organizations. The firm provides comprehensive financial planning and discretionary portfolio management using a long-term, buy-and-hold approach with a core passive plus active-satellite strategy.

Carolyn Nunez is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been involved with the UNT PDI CFP Program since 2007. Nunez is based in Chevy Chase, MD, and is affiliated with Ithaka Financial Planning, LLC. Ithaka Financial Planning provides integrated financial planning and portfolio management services for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory and offers a range of engagement options including investment-only and hourly consulting, supported by a small advisory team.

Michael Jobe is a financial advisor at Glover Park Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. Outside of financial advising, he operates an online ticket sales business, Awesomeseating.com. Glover Park Wealth Management is a small, owner-operated SEC-registered advisory firm serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, while also offering access to independent managers and specialist solutions.

Robert Mann is a Series 66-licensed financial advisor with First Georgetown Securities, Inc. in Alexandria, VA. He has worked with the firm since 1975, bringing 50 years of industry experience. First Georgetown Securities provides discretionary managed-account services primarily to individual clients, including high-net-worth investors, emphasizing tactical asset allocation using growth, growth-and-income, and income strategies. The firm employs both fundamental and technical analysis and utilizes various risk-management tools such as option hedging and occasional short selling.

Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, non-profits, endowments, and business entities. The firm focuses on long-term strategies using asset allocation and fundamental analysis, incorporating dollar-cost averaging, periodic rebalancing, and quarterly performance reviews.

Richard Slater is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with McGinn Penninger Investment Management Inc. since 2025 and previously operated his own financial planning firm for 15 years. McGinn Penninger Investment Management provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, including pension and profit-sharing plans. The firm employs a long-term, large-cap value equity strategy focused on fundamental analysis and contrarian purchases, and it serves as sub-adviser to the Union Street Partners Value Fund.

Stephen Chang is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He previously worked at McKinsey and has been involved with the University of Virginia as an instructor for the CFP® Certificate Program. Chang is also the owner and co-founder of Rich to Wealthy, LLC, a personal finance education and entertainment company. Acts Financial Advisors is a small SEC-registered firm serving individual clients, charitable organizations, businesses, and public entities. The firm uses a Modern Portfolio Theory framework with primarily passive portfolios tailored to each client’s investment policy statement and offers financial planning, investment management, business consulting, and educational seminars.

Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in North Bethesda, MD. He holds the Certified Financial Planner® (CFP®) designation and earned a Bachelor of Science in Business Administration with an emphasis in Finance at the Catholic University of America. Patrick has a strong focus on his clients’ overall financial wellbeing and recognizes that money is only a tool to help achieve the vision each person has for their life. He focuses on providing a very deep level of service balanced with simplicity to provide each client with greater peace of mind around their finances. Patrick and his wife, Kate, have four boys ranging from elementary school through high school. He coaches various youth sports teams and is an active volunteer at his children’s schools. Patrick is active in the financial planning community and is a member of XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).

Karan Malik is a financial advisor at Opulen Financial Group, LLC with two years of industry experience. He holds the Series 65 designation and previously spent five years coaching and training in squash through Malik Squash Training. Opulen Financial Group is an independent advisory firm serving individuals, high-net-worth clients, and corporations with portfolio management, comprehensive financial planning, and retirement plan services. The firm emphasizes documented investment policy statements, fundamental analysis, and delivers advice through direct management and delegated digital platforms, along with public educational seminars and participant education for plan clients.

Anthony Matteo is a CFP® with seven years of industry experience, currently serving as a financial advisor at SageVest Wealth Management. He has been with SageVest since 2019 and previously attended Virginia Polytechnic Institute and State University. SageVest Wealth Management is an independent, fee-only advisory firm that serves individuals, families, trusts, charitable accounts, and small businesses with discretionary investment management and comprehensive financial planning. The firm manages approximately $423 million in assets for about 150 clients, constructing diversified portfolios using no-load mutual funds, ETFs, and individual bonds, and incorporates both fundamental and limited technical analysis in its investment process.

Mark Hillman is the principal of Hillman Capital Management Inc in Bethesda, MD, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has led Hillman Capital Management since 1998. Hillman Capital Management provides discretionary and non-discretionary portfolio management to individuals, foundations, pension and profit-sharing plans, and other institutional investors. The firm manages the Hillman Value Fund and participates in wrap-fee, sub-advisory, and dual-contract programs, employing a long-term, fundamental value approach focused on companies with sustainable competitive advantages.

Natasha Cashman is a CFP® with nine years of experience in the financial services industry. She is currently with Capital Assets Planning Incorporated, where she has worked since 2019, and previously held roles at Grove Point Investments, LLC and D'Orazio & Associates, Inc. She also holds Series 63 and Series 65 licenses. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, focusing on comprehensive financial plans and ongoing advisory agreements. The firm uses client interviews and risk-tolerance questionnaires to tailor recommendations and typically implements investments through third-party managers rather than exercising discretionary authority.

Kapil Shiohare is a financial advisor at Thinagee Investments Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Thinagee Investments since 2012, following seven years at First Management Group Investments Inc. Thinagee Investments provides discretionary investment management to high-net-worth individuals, families, trusts, estates, and corporate pension and profit-sharing plans. The firm manages approximately $265 million in assets across about 40 client relationships, employing a strategic asset allocation approach that combines fundamental analysis and Modern Portfolio Theory with a mix of passive and active investments tailored to client objectives and risk tolerance.

David Mucciaro is a financial advisor at Doxa Capital, LLC in Arlington, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Doxa Capital Partners, LLC since 2015. Doxa Capital provides portfolio management services to individuals, charitable organizations, and corporate or profit-sharing plans. The firm offers two main programs—Genesis, a rules-based ETF asset-allocation system, and a Comprehensive Management program featuring discretionary management with a range of analytical techniques and trading strategies.

Liliang Chen is a financial advisor at Enduro Capital Partners LLC with a Series 65 designation and no prior industry experience. Before joining Enduro Capital Partners in 2026, Chen worked at Fannie Mae, Freddie Mac, and American General Life Insurance Company. Enduro Capital Partners LLC provides discretionary portfolio management and limited financial planning guidance to individual and high-net-worth clients. The firm uses modern portfolio theory and a top-down, historical analysis approach to construct low-correlation asset mixes across equities, mutual funds, ETFs—including leveraged ETFs—and fixed-income securities tailored to client risk and return objectives.

Cristina Munteanu is a financial advisor at Craftwork Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Craftwork Capital, she worked at Motley Fool Wealth Management, LLC for several years in various roles. Craftwork Capital primarily serves individual and high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, and access to third-party digital wealth platforms, employing model portfolios and separately managed accounts that include strategies such as direct indexing.